Compton Wealth Advisory Group, LLC

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Client assets under management

$748,337,219

Clients

204

55% high-net worth

Advisors

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,668,320

About

Compton Wealth Advisory Group provides investment management, financial planning and retirement‑plan consulting to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), trusts, estates, business entities and foundations. The firm also delivers ERISA 3(21) plan consulting and participant education, and offers separate family office services for ultra‑high‑net‑worth clients.

Compton Wealth manages discretionary and non‑discretionary portfolios using individual equities, fixed income, mutual funds, ETFs, third‑party managers and, for qualified clients, alternative investments such as REITs and unaffiliated private funds, with ongoing manager due diligence and account monitoring. As part of integrated financial planning, the firm may recommend margin or securities‑based loans and establish borrowing arrangements in separately managed accounts for cash‑flow or financing purposes, and provides consolidated reporting and planning tools via the eMoney platform.

Compared with many peers, the firm operates at an unusually large scale for a small advisory team—managing roughly $800 million with three advisers—which shapes its access to institutional custodial services and alternative investment opportunities. Its combination of retirement‑plan participant workshops, family office offerings and an explicit willingness to incorporate borrowing strategies into client account solutions is a notable operational distinction.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Private / alternative investments Retirement withdrawal strategies

Fee options

Fixed

Flat fees may be charged at discretion for financial planning or other services; specific amounts not clearly stated.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.70%

Commissions

Insurance-related products sold on commission basis by certain representatives in their individual capacities as licensed insurance agents.

Project-based

Financial planning fees range from $150 to $450 per hour.

Other

Account minimum: $1,000,000

Main office location

Compton Wealth Advisory Group, LLC

1 Columbus Center, 283 Constitution Drive, Suite 100

Virginia Beach VA 23462, United States

Number of offices

Most active in

Florida · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 757-351-0741

Advisors at this firm

Robert F

CFP®, Series 63, Series 66

Virginia Beach, VA

Compton Wealth Advisory Group, LLC

Robert Fulton is a CFP® professional with 22 years of industry experience. He is currently with Compton Wealth Advisory Group, LLC and has previously worked at Bank of America, Merrill Lynch, Toner Asset Management Group, AdvicePeriod, and Signature Financial Management. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and offers both discretionary and non-discretionary account management, with a focus on client education and retirement-plan participant workshops.

Wealth management Private / alternative investments Retirement withdrawal strategies

Mark C

Series 66

Virginia Beach, VA

Compton Wealth Advisory Group, LLC

Mark Compton is a Series 66-licensed financial advisor with 25 years of industry experience. He is a founding member of Compton Wealth Advisory Group, LLC, where he has worked since 2016, following nine years at LPL Financial. Outside of his advisory work, he serves on the Compton Family Foundation board and holds trustee roles for several family trusts. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and combines a high assets-per-advisor model with client education and plan participant workshops as part of its retirement services.

Wealth management Private / alternative investments Retirement withdrawal strategies

Timothy S

Series 66

Virginia Beach, VA

Compton Wealth Advisory Group, LLC

Timothy Stiffler is a financial advisor with Compton Wealth Advisory Group, LLC in Virginia Beach, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining Compton Wealth in 2020, he worked at Equitable Advisors, LLC and Axa Advisors, LLC from 2016 to 2020. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and emphasizes client education and plan participant workshops as part of its retirement-plan services.

Wealth management Private / alternative investments Retirement withdrawal strategies

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